Filed May 22, 2018 (most recent of 2 filings on file)
Total covered: 12 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275,806 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $170,334 |
COOK STREET CONSULTING3 years Filed as: COOK STREET CONSULTING, INC. Service code 16 · EIN 84-0854432 | Consulting | $68,781 |
CAUSEY DEMGEN & MOORE PC5+ years Filed as: CAUSEY DEMGEN & MOORE, INC Service code 10 · EIN 84-1158905 | Accounting | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,192 | $113,995+197.6% | $127,761+165.5% | $77,787+336.1% |
| Participation rate | 92.6% | 85.7%+6.9pp | 79.0%+13.6pp | 73.2%+19.4pp |
| Annual return | 21.69% | 26.09%-4.4pp | 26.14%-4.4pp | 32.57%-10.9pp |
| Employer contribution / active EE | $19,852 | $6,012+230.2% | $4,574+334.0% | $2,504+692.7% |
| Participant deferral / active EE | $28,280 | $7,267+289.2% | $6,021+369.7% | $3,967+612.8% |
| Admin fee / account holder | $284 | $108+163.9% | $9,395-97.0% | $100+184.2% |